Q4 2024 Holdings
Filed 2025-02-12 | 107 holdings | $156.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $2.7M | 14,621 | 1.7% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $4.2M | 21,018 | 2.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.4M | 32,616 | 2.8% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $5.4M | 23,490 | 3.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.6M | 20,305 | 5.5% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $16.5M | 21,388 | 10.5% |
| Apple Inc(AAPL) | COM | 037833100 | $17.7M | 70,751 | 11.3% |